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JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 401k Plan overview

Plan NameJOHNS HOPKINS HOME CARE GROUP 403(B) PLAN
Plan identification number 002

JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

JOHNS HOPKINS HOME CARE GROUP has sponsored the creation of one or more 401k plans.

Company Name:JOHNS HOPKINS HOME CARE GROUP
Employer identification number (EIN):521811971
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01INEZ STEWART2023-10-11
0022021-01-01INEZ STEWART2022-10-11
0022020-01-01INEZ STEWART2021-10-12
0022019-01-01INEZ STEWART2020-10-09
0022018-01-01INEZ STEWART2019-10-08
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01PAMELA PAULK
0022011-01-01ALVIN WINTERS
0022009-01-01LAWRENCE OHMER LAWRENCE OHMER2010-10-14
0022009-01-01NICOLE WILBON

Plan Statistics for JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN

401k plan membership statisitcs for JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN

Measure Date Value
2022: JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,553
Total number of active participants reported on line 7a of the Form 55002022-01-011,369
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-011,351
Total of all active and inactive participants2022-01-012,729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-012,737
Number of participants with account balances2022-01-012,670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0160
2021: JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,161
Total number of active participants reported on line 7a of the Form 55002021-01-011,399
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-011,140
Total of all active and inactive participants2021-01-012,544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-019
Total participants2021-01-012,553
Number of participants with account balances2021-01-012,528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0161
2020: JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,997
Total number of active participants reported on line 7a of the Form 55002020-01-012,225
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01928
Total of all active and inactive participants2020-01-013,154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-013,160
Number of participants with account balances2020-01-012,103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0138
2019: JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,868
Total number of active participants reported on line 7a of the Form 55002019-01-011,146
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-01841
Total of all active and inactive participants2019-01-011,992
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-011,997
Number of participants with account balances2019-01-011,976
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0149
2018: JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,670
Total number of active participants reported on line 7a of the Form 55002018-01-011,095
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01764
Total of all active and inactive participants2018-01-011,862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-011,868
Number of participants with account balances2018-01-011,802
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0146
2017: JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,559
Total number of active participants reported on line 7a of the Form 55002017-01-011,096
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01637
Total of all active and inactive participants2017-01-011,735
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-011,739
Number of participants with account balances2017-01-011,670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0155
2016: JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,348
Total number of active participants reported on line 7a of the Form 55002016-01-011,059
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01495
Total of all active and inactive participants2016-01-011,556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-011,559
Number of participants with account balances2016-01-011,473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0126
2015: JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,160
Total number of active participants reported on line 7a of the Form 55002015-01-01964
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01382
Total of all active and inactive participants2015-01-011,346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,348
Number of participants with account balances2015-01-011,280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,047
Total number of active participants reported on line 7a of the Form 55002014-01-01827
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01332
Total of all active and inactive participants2014-01-011,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,160
Number of participants with account balances2014-01-011,105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0122
2013: JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01945
Total number of active participants reported on line 7a of the Form 55002013-01-01762
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01283
Total of all active and inactive participants2013-01-011,046
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,047
Number of participants with account balances2013-01-01978
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01762
Total number of active participants reported on line 7a of the Form 55002012-01-01678
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01266
Total of all active and inactive participants2012-01-01945
Total participants2012-01-01945
Number of participants with account balances2012-01-01850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118
2011: JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01680
Total number of active participants reported on line 7a of the Form 55002011-01-01573
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01188
Total of all active and inactive participants2011-01-01762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01762
Number of participants with account balances2011-01-01750
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2009: JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01561
Total number of active participants reported on line 7a of the Form 55002009-01-01491
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01144
Total of all active and inactive participants2009-01-01635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01635
Number of participants with account balances2009-01-01581
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN

Measure Date Value
2022 : JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-3,337,689
Total of all expenses incurred2022-12-31$5,090,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,914,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,370,889
Value of total assets at end of year2022-12-31$88,239,073
Value of total assets at beginning of year2022-12-31$96,667,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$175,804
Total interest from all sources2022-12-31$84,559
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,836,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,836,360
Administrative expenses professional fees incurred2022-12-31$16,450
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$20,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,373,299
Participant contributions at end of year2022-12-31$1,873,633
Participant contributions at beginning of year2022-12-31$2,002,021
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$732,095
Other income not declared elsewhere2022-12-31$54,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,427,967
Value of net assets at end of year (total assets less liabilities)2022-12-31$88,239,073
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$96,667,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$4,900
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$73,633,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$82,796,554
Interest on participant loans2022-12-31$84,559
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$9,375,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$9,342,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-15,683,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,265,495
Employer contributions (assets) at end of year2022-12-31$3,356,592
Employer contributions (assets) at beginning of year2022-12-31$2,526,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,914,474
Contract administrator fees2022-12-31$154,454
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SB & COMPANY, LLC
Accountancy firm EIN2022-12-31202153727
2021 : JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$7,355,461
Total income from all sources (including contributions)2021-12-31$18,390,406
Total of all expenses incurred2021-12-31$6,237,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,925,996
Expenses. Certain deemed distributions of participant loans2021-12-31$119,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,094,652
Value of total assets at end of year2021-12-31$96,667,040
Value of total assets at beginning of year2021-12-31$77,158,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$191,825
Total interest from all sources2021-12-31$304,609
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,718,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,718,029
Administrative expenses professional fees incurred2021-12-31$24,760
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$20,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,872,311
Participant contributions at end of year2021-12-31$2,002,021
Participant contributions at beginning of year2021-12-31$1,911,854
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$660,598
Other income not declared elsewhere2021-12-31$56,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$12,152,644
Value of net assets at end of year (total assets less liabilities)2021-12-31$96,667,040
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$77,158,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$6,025
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$82,796,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$65,276,711
Interest on participant loans2021-12-31$102,989
Interest earned on other investments2021-12-31$201,620
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$9,342,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$8,377,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,216,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,561,743
Employer contributions (assets) at end of year2021-12-31$2,526,257
Employer contributions (assets) at beginning of year2021-12-31$1,593,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,925,996
Contract administrator fees2021-12-31$161,040
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SB & COMPANY, LLC
Accountancy firm EIN2021-12-31202152737
2020 : JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$16,098,641
Total of all expenses incurred2020-12-31$8,173,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,991,647
Expenses. Certain deemed distributions of participant loans2020-12-31$52,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,059,032
Value of total assets at end of year2020-12-31$77,158,935
Value of total assets at beginning of year2020-12-31$69,233,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$129,099
Total interest from all sources2020-12-31$326,287
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$999,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$999,721
Administrative expenses professional fees incurred2020-12-31$6,450
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$12,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,118,222
Participant contributions at end of year2020-12-31$1,911,854
Participant contributions at beginning of year2020-12-31$1,656,958
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$347,303
Other income not declared elsewhere2020-12-31$62,362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,925,328
Value of net assets at end of year (total assets less liabilities)2020-12-31$77,158,935
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$69,233,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$3,675
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$65,276,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$56,903,397
Interest on participant loans2020-12-31$90,254
Interest earned on other investments2020-12-31$236,033
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$8,377,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$9,753,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,651,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,593,507
Employer contributions (assets) at end of year2020-12-31$1,593,035
Employer contributions (assets) at beginning of year2020-12-31$919,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,991,647
Contract administrator fees2020-12-31$118,974
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SB AND COMPANY LLC
Accountancy firm EIN2020-12-31202153727
2019 : JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$16,337,397
Total of all expenses incurred2019-12-31$2,769,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,546,600
Expenses. Certain deemed distributions of participant loans2019-12-31$75,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,658,256
Value of total assets at end of year2019-12-31$69,233,607
Value of total assets at beginning of year2019-12-31$55,665,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$148,001
Total interest from all sources2019-12-31$329,103
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$980,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$980,670
Administrative expenses professional fees incurred2019-12-31$12,860
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,688,764
Participant contributions at end of year2019-12-31$1,656,958
Participant contributions at beginning of year2019-12-31$1,643,564
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,048,705
Other income not declared elsewhere2019-12-31$39,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$13,567,627
Value of net assets at end of year (total assets less liabilities)2019-12-31$69,233,607
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$55,665,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$4,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$56,903,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$42,161,020
Interest on participant loans2019-12-31$88,952
Interest earned on other investments2019-12-31$240,151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,753,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$9,482,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,330,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$920,787
Employer contributions (assets) at end of year2019-12-31$919,764
Employer contributions (assets) at beginning of year2019-12-31$2,379,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,546,600
Contract administrator fees2019-12-31$130,541
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SB AND COMPANY, LLC
Accountancy firm EIN2019-12-31202153727
2018 : JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$4,817,273
Total of all expenses incurred2018-12-31$3,100,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,993,832
Expenses. Certain deemed distributions of participant loans2018-12-31$64,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,055,378
Value of total assets at end of year2018-12-31$55,665,980
Value of total assets at beginning of year2018-12-31$53,949,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$42,489
Total interest from all sources2018-12-31$294,513
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,120,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,120,432
Administrative expenses professional fees incurred2018-12-31$6,450
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,183,823
Participant contributions at end of year2018-12-31$1,643,564
Participant contributions at beginning of year2018-12-31$1,397,271
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$492,438
Other income not declared elsewhere2018-12-31$34,809
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,716,898
Value of net assets at end of year (total assets less liabilities)2018-12-31$55,665,980
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$53,949,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$4,400
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$42,161,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$41,023,975
Interest on participant loans2018-12-31$76,554
Interest earned on other investments2018-12-31$217,959
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$9,482,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$9,363,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,687,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,379,117
Employer contributions (assets) at end of year2018-12-31$2,379,117
Employer contributions (assets) at beginning of year2018-12-31$2,164,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,993,832
Contract administrator fees2018-12-31$31,639
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SB AND COMPANY, LLC
Accountancy firm EIN2018-12-31202153727
2017 : JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$12,485,536
Total of all expenses incurred2017-12-31$1,583,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,410,082
Value of total corrective distributions2017-12-31$65,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,020,958
Value of total assets at end of year2017-12-31$53,949,082
Value of total assets at beginning of year2017-12-31$43,046,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$107,154
Total interest from all sources2017-12-31$243,651
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$764,469
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$764,469
Administrative expenses professional fees incurred2017-12-31$11,610
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$12,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,683,337
Participant contributions at end of year2017-12-31$1,397,271
Participant contributions at beginning of year2017-12-31$1,147,036
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,172,823
Other income not declared elsewhere2017-12-31$29,563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$10,902,336
Value of net assets at end of year (total assets less liabilities)2017-12-31$53,949,082
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$43,046,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$5,173
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$41,023,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$30,435,157
Interest on participant loans2017-12-31$57,358
Interest earned on other investments2017-12-31$186,293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$9,363,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$9,502,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,426,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,164,798
Employer contributions (assets) at end of year2017-12-31$2,164,798
Employer contributions (assets) at beginning of year2017-12-31$1,962,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,410,082
Contract administrator fees2017-12-31$90,371
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SB AND COMPANY, LLC
Accountancy firm EIN2017-12-31202153727
2016 : JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$9,453,498
Total of all expenses incurred2016-12-31$1,785,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,731,472
Expenses. Certain deemed distributions of participant loans2016-12-31$-14,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,785,971
Value of total assets at end of year2016-12-31$43,046,746
Value of total assets at beginning of year2016-12-31$35,378,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$69,015
Total interest from all sources2016-12-31$281,719
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$440,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$440,331
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$12,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,380,162
Participant contributions at end of year2016-12-31$1,147,036
Participant contributions at beginning of year2016-12-31$956,694
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$443,723
Other income not declared elsewhere2016-12-31$17,796
Total non interest bearing cash at beginning of year2016-12-31$32,629,662
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$7,667,971
Value of net assets at end of year (total assets less liabilities)2016-12-31$43,046,746
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$35,378,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$30,435,157
Interest on participant loans2016-12-31$45,000
Interest earned on other investments2016-12-31$236,719
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$9,502,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,927,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,962,086
Employer contributions (assets) at end of year2016-12-31$1,962,086
Employer contributions (assets) at beginning of year2016-12-31$1,792,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,731,472
Contract administrator fees2016-12-31$69,015
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SB AND COMPANY, LLC
Accountancy firm EIN2016-12-31202153727
2015 : JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$5,318,782
Total of all expenses incurred2015-12-31$1,613,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,596,041
Expenses. Certain deemed distributions of participant loans2015-12-31$11,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,273,367
Value of total assets at end of year2015-12-31$35,378,775
Value of total assets at beginning of year2015-12-31$31,673,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,154
Total interest from all sources2015-12-31$305,591
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,636,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,636,076
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$12,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,729,998
Participant contributions at end of year2015-12-31$956,694
Participant contributions at beginning of year2015-12-31$766,032
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$750,950
Total non interest bearing cash at end of year2015-12-31$32,629,662
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,705,682
Value of net assets at end of year (total assets less liabilities)2015-12-31$35,378,775
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$31,673,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$21,737,206
Interest on participant loans2015-12-31$37,910
Interest earned on other investments2015-12-31$267,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$7,639,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,896,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,792,419
Employer contributions (assets) at end of year2015-12-31$1,792,419
Employer contributions (assets) at beginning of year2015-12-31$1,530,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,596,041
Contract administrator fees2015-12-31$5,154
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SB & COMPANY, LLC
Accountancy firm EIN2015-12-31202153727
2014 : JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$6,347,485
Total of all expenses incurred2014-12-31$1,928,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,904,342
Expenses. Certain deemed distributions of participant loans2014-12-31$21,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,722,712
Value of total assets at end of year2014-12-31$31,673,093
Value of total assets at beginning of year2014-12-31$27,254,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,809
Total interest from all sources2014-12-31$237,479
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,402,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,402,879
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,473,578
Participant contributions at end of year2014-12-31$766,032
Participant contributions at beginning of year2014-12-31$656,540
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$663,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,418,795
Value of net assets at end of year (total assets less liabilities)2014-12-31$31,673,093
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$27,254,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$21,737,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$18,921,681
Interest on participant loans2014-12-31$26,865
Interest earned on other investments2014-12-31$210,614
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,639,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$6,394,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-15,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,585,835
Employer contributions (assets) at end of year2014-12-31$1,530,834
Employer contributions (assets) at beginning of year2014-12-31$1,281,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,904,342
Contract administrator fees2014-12-31$2,809
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SB & COMPANY, LLC
Accountancy firm EIN2014-12-31202153727
2013 : JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$7,930,032
Total of all expenses incurred2013-12-31$1,140,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,108,129
Expenses. Certain deemed distributions of participant loans2013-12-31$29,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,007,446
Value of total assets at end of year2013-12-31$27,254,298
Value of total assets at beginning of year2013-12-31$20,464,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,741
Total interest from all sources2013-12-31$181,675
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$814,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$814,545
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,060,181
Participant contributions at end of year2013-12-31$656,540
Participant contributions at beginning of year2013-12-31$424,736
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$681,302
Total non interest bearing cash at beginning of year2013-12-31$393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,789,421
Value of net assets at end of year (total assets less liabilities)2013-12-31$27,254,298
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$20,464,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$18,921,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,536,658
Interest on participant loans2013-12-31$20,886
Interest earned on other investments2013-12-31$160,789
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$6,394,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,290,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,926,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,265,963
Employer contributions (assets) at end of year2013-12-31$1,281,584
Employer contributions (assets) at beginning of year2013-12-31$1,210,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,108,129
Contract administrator fees2013-12-31$2,741
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SB & COMPANY, LLC
Accountancy firm EIN2013-12-31202153727
2012 : JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,000
Total income from all sources (including contributions)2012-12-31$5,834,038
Total of all expenses incurred2012-12-31$681,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$640,728
Expenses. Certain deemed distributions of participant loans2012-12-31$38,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,113,142
Value of total assets at end of year2012-12-31$20,464,877
Value of total assets at beginning of year2012-12-31$15,317,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,301
Total interest from all sources2012-12-31$141,568
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$281,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$281,224
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,674,964
Participant contributions at end of year2012-12-31$424,736
Participant contributions at beginning of year2012-12-31$443,979
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$151,846
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$5,000
Total non interest bearing cash at end of year2012-12-31$393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,152,230
Value of net assets at end of year (total assets less liabilities)2012-12-31$20,464,877
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,312,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,536,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,483,147
Interest on participant loans2012-12-31$16,677
Interest earned on other investments2012-12-31$124,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,946
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$15,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$15,100
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,290,852
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,375,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,298,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,286,332
Employer contributions (assets) at end of year2012-12-31$1,210,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$640,728
Contract administrator fees2012-12-31$2,301
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SB & COMPANY, LLC
Accountancy firm EIN2012-12-31202153727
2011 : JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$12,876
Total income from all sources (including contributions)2011-12-31$2,662,226
Total of all expenses incurred2011-12-31$246,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$235,581
Expenses. Certain deemed distributions of participant loans2011-12-31$8,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,789,447
Value of total assets at end of year2011-12-31$15,317,647
Value of total assets at beginning of year2011-12-31$12,909,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,074
Total interest from all sources2011-12-31$142,223
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$338,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$338,259
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,799,466
Participant contributions at end of year2011-12-31$443,979
Participant contributions at beginning of year2011-12-31$350,633
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$12,876
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$5,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$12,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,416,136
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,312,647
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,896,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,483,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,452,040
Interest on participant loans2011-12-31$18,617
Interest earned on other investments2011-12-31$123,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$15,100
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$13,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$13,834
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,375,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,080,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-607,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$989,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$235,581
Contract administrator fees2011-12-31$2,074
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SB & COMPANY, LLC
Accountancy firm EIN2011-12-31202153727
2010 : JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$12,876
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$68,470
Total income from all sources (including contributions)2010-12-31$3,714,828
Total of all expenses incurred2010-12-31$301,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$299,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,506,111
Value of total assets at end of year2010-12-31$12,909,387
Value of total assets at beginning of year2010-12-31$9,551,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,708
Total interest from all sources2010-12-31$80,864
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$217,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$217,003
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,591,812
Participant contributions at end of year2010-12-31$350,633
Participant contributions at beginning of year2010-12-31$221,151
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$12,876
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$10,260
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$12,876
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$68,470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,413,720
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,896,511
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,482,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,452,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,969,775
Interest earned on other investments2010-12-31$80,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$13,834
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$85,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$85,770
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,080,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,264,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$910,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$914,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$299,400
Contract administrator fees2010-12-31$1,708
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SB & COMPANY, LLC
Accountancy firm EIN2010-12-31202153727
2009 : JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN

2022: JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JOHNS HOPKINS HOME CARE GROUP 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTA069808
Policy instance 1
Insurance contract or identification numberTA069808
Number of Individuals Covered2670
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTA069808
Policy instance 1
Insurance contract or identification numberTA069808
Number of Individuals Covered2528
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTA069808
Policy instance 1
Insurance contract or identification numberTA069808
Number of Individuals Covered2103
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTA069808
Policy instance 1
Insurance contract or identification numberTA069808
Number of Individuals Covered1976
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTA069808
Policy instance 1
Insurance contract or identification numberTA069808
Number of Individuals Covered1802
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTA069808
Policy instance 1
Insurance contract or identification numberTA069808
Number of Individuals Covered1670
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP-55321
Policy instance 1
Insurance contract or identification numberGP-55321
Number of Individuals Covered1237
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP-55321
Policy instance 1
Insurance contract or identification numberGP-55321
Number of Individuals Covered1061
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP-55321
Policy instance 1
Insurance contract or identification numberGP-55321
Number of Individuals Covered943
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP-55321
Policy instance 1
Insurance contract or identification numberGP-55321
Number of Individuals Covered817
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP-55321
Policy instance 1
Insurance contract or identification numberGP-55321
Number of Individuals Covered719
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $525
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55321
Policy instance 1
Insurance contract or identification numberGP55321
Number of Individuals Covered610
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,812
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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